Customer Care Unit Specialist I
About The Position
The Customer Care Unit Specialist specializes in daily operations of inbound contact center service efforts, answering customer inquiries, processing transactions, troubleshooting problems, and identifying opportunities to refer or sell additional products or services based on the customer needs. Other duties: Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet Provides timely and accurate information regarding bank services and resolves problems Performs operational procedures and maintenance required to support the process of providing quality customer service Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers
Requirements
- High School diploma or equivalent educational/work experience
- 1 year general banking, customer service or call center experience
- Working knowledge of Microsoft Excel and MS Word
- Basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
- Lifting in an office setting may be required up to 30 lbs.
Nice To Haves
- Bilingual (Spanish) language skills preferred
- ANBTX strongly encourages candidates that are fluent in English and Spanish to apply.
Responsibilities
- Answering customer inquiries
- Processing transactions
- Troubleshooting problems
- Identifying opportunities to refer or sell additional products or services based on the customer needs
- Assists customers with paying and receiving transactions as a virtual teller
- Processes consumer loan applications and new accounts via phone and internet
- Provides timely and accurate information regarding bank services and resolves problems
- Performs operational procedures and maintenance required to support the process of providing quality customer service
- Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area
- Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer
- Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
